Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.5M Buy
46,205
+2,712
+6% +$87.9K 0.02% 384
2025
Q1
$1.35M Sell
43,493
-260
-0.6% -$8.04K 0.02% 386
2024
Q4
$1.2M Sell
43,753
-1,509
-3% -$41.3K 0.02% 405
2024
Q3
$1.37M Sell
45,262
-507
-1% -$15.4K 0.02% 388
2024
Q2
$1.41M Sell
45,769
-2,156
-4% -$66.4K 0.03% 381
2024
Q1
$1.52M Sell
47,925
-773
-2% -$24.5K 0.03% 379
2023
Q4
$1.66M Sell
48,698
-1,734
-3% -$59K 0.04% 360
2023
Q3
$1.61M Buy
50,432
+964
+2% +$30.8K 0.04% 341
2023
Q2
$1.42M Buy
49,468
+1,090
+2% +$31.4K 0.04% 361
2023
Q1
$1.36M Buy
48,378
+1,501
+3% +$42K 0.04% 357
2022
Q4
$1.34M Buy
46,877
+1,935
+4% +$55.4K 0.04% 337
2022
Q3
$950K Buy
44,942
+1,578
+4% +$33.4K 0.03% 365
2022
Q2
$1.03M Buy
43,364
+1,188
+3% +$28.3K 0.03% 358
2022
Q1
$1.23M Sell
42,176
-16,384
-28% -$479K 0.04% 352
2021
Q4
$1.62M Buy
58,560
+2,081
+4% +$57.5K 0.05% 295
2021
Q3
$1.51M Buy
56,479
+7,899
+16% +$211K 0.05% 289
2021
Q2
$1.19M Buy
48,580
+3,951
+9% +$96.4K 0.04% 296
2021
Q1
$1.1M Buy
+44,629
New +$1.1M 0.05% 274